Account Services Specialist
3 days ago
As a Client Account Services Specialist at Bank of Singapore, you will be responsible for providing account services support in the areas of account documentation review, ensuring completeness and accuracy. This includes reviewing onboarding, periodic review, and static update documentations to ensure compliance with regulatory standards and Bank's guidelines.
Main Duties:
- Responsible for all document review of account opening, periodic review and static update documentations to ensure completeness including supporting KYC/CRS/FATCA and Constitutional documents for new and existing accounts.
- Ensure documentations submitted by Front Office are processed accurately and timely to ensure compliance with Bank's policies and procedures.
- Liaise and provide advice to Front Office in matters related to account opening, periodic review and static update to ensure compliance with regulatory standards and BOS guidelines.
- Update data from source documents into the Bank's Client Onboarding System.
- Monitor and follow up closely on outstanding documentation to ensure account opening and periodic review documentations are submitted accurately and timely.
To succeed as a Client Account Services Specialist, you should possess:
- At least 3 years of experience in private banking account services area.
- Meticulous, detail-oriented and ability to handle complexity.
- Ability to work effectively as part of the team.
- Practical experience in data analysis and reporting, e.g., to extract, clean, and manipulate data from various sources.
- Strong logical thinking ability, problem solving ability and data sensitivity.
- Ability to communicate clearly and concisely, both verbally and in writing.
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